The name that will be displayed in VanillaSoft in the Zapier Triggers view.

A description that will be displayed in VanillaSoft in the Zapier Triggers view.

Email addresses entered here will receive a deailed email notification when an error occurs. (If using more than one email address, separate each with a comma.)

If an error occurs while sending out data, VanillaSoft will send only the data to the email addresses listed in the 'Email Last Error Data To' field.

Email addresses entered here will receive an email notification conaining only the data when an error occurs. Note: The 'Send Data Email on Last Error' field must be set to "Yes" for this to work. (If using more than one email address, separate each with a comma.)

The name that will be displayed in VanillaSoft in the Zapier Actions view.

A description that will be displayed in VanillaSoft in the Zapier Actions view.

Email addresses entered here will receive an email notification for each successful Add/Update Action. (If using more than one email address, separate each with a comma.)

Email addresses entered here will receive an email notification when an error occurs during the Add/Update Action (If using more than one email address, separate each with a comma.)

Create a new contact if a matching one does not already exist.

New contacts will be flagged and placed into the routing queue.

New contacts are routed as a first priority in the routing queue.

Enter the number of minutes you want to delay the routing of a new Contact in VanillaSoft.

A new contact will be created when the new contact shares the same phone number of an existing contact.

Duplicate contacts will be flagged and placed into the routing queue.

Update contacts if a match is found based on the Update Key Field.

Select a field to be used to match Action data with an existing Contact.

Updated Contacts are routed as a first priority in the routing queue.

When a contact is updated it will be reopened if closed and placed back into the routing queue.

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

VanillaSoft

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Interfaces

Select which domain you want to send your invitations from.

We offer standard email templates in multiple languages, select your preferred template here.

Note: Once a template has been selected, you should not switch the domain you want to send from, otherwise your selected template may not be available.

Send your customers to this site to write their review.

This is the name from which invitations will be sent.

This is the email address that your recipients will see in their invitations.

Any replies you receive will be sent to this email address.

Note: Once a reply to e-mail address has been selected, you should not switch the domain you want to send from, otherwise your selected reply to e-mail address may not be available.

Your preferred time to send invitations. Note, this is not strictly guaranteed as minor delays may occur with processing.

These are some examples of accepted input (all relative to the time the invite is triggered). You can adjust the values by selecting “Advanced: type in a custom value” in the dropdown.

Note: You cannot select a preferred send time that occurs more than 30 days after the triggered order event.

The name of the person you’re inviting.

The email address of the person you’re inviting.

Enter the Reference ID (e.g. order number) corresponding to the order event that triggered the invitation.

Trustpilot is the world's most powerful review platform, helping your business collect and easily manage customer reviews. Trustpilot gives people a place to share and discover reviews of businesses, while giving every business the tools to turn consumer feedback into business results.

Trustpilot

When there is a new contact in VanillaSoft, you can now streamline your workflow by immediately inviting them to leave a review on Trustpilot. This automation facilitates prompt feedback gathering without having to manually send out invitations each time a new prospect is added to your VanillaSoft database. Save time, improve customer engagement and enhance your brand's online reputation effortlessly.

Trustpilot + VanillaSoft

Result new contacts in VanillaSoft and create invitations in Trustpilot

Supported triggers and actions

Result a Contact

Create Invitation

Add/Update Contact

About Trustpilot

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About VanillaSoft

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Zapier Interfaces